Matthew Fox, Cmt, Mba work email
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Matthew Fox, Cmt, Mba personal email
I have a passion for helping individuals compound their wealth by managing their long-term investments in the stock market, giving my clients more time to spend with the people and activities they love.I am fortunate to have started my career as an Investment Research Analyst and Equity Portfolio Manager at Tompkins Financial Advisors, where I served as a voting member of an Investment Committee that managed more than $4 billion in assets.At Tompkins, I was responsible for building and managing investment portfolios that were utilized by more than 2,000 clients, and I helped educate a team of more than 25 financial advisors about on-goings in the stock market and what was driving investment performance.Some successes include:• Working as Lead Portfolio Manager of Core Equity and Dividend Income stock portfolios.• Outperforming the S&P 500 on a 1-yr, 3-yr, and 5-yr basis driven by active stock picking and sector allocation.• Obtaining the Chartered Market Technician (CMT) designation, which signifies extensive knowledge of technical security analysis and portfolio risk management.• Leading the drive to overhaul the investment options within Tompkins' 401(k) plan and assisting the senior leadership team with replacing high fee funds with their low fee counterparts, effectively saving the employees of Tompkins Financial millions of dollars in investment fees.• Longest serving member of the Investment Committee upon my departure to found Ithaca Wealth Management.I am now building Ithaca Wealth Management, an independent financial advisory firm that is shaking things up in the financial services industry. Ithaca Wealth Management offers investment management and financial planning services to anyone who needs it thanks to our $0 Account Minimum policy, and at a fraction of the cost of your traditional financial advisor, with a single fee that starts at less than 1%. We also offer an easy-to-use smartphone app and investment platform, named Altruist, so you can track your progress over time.Outside of the office, I enjoy rock climbing, hiking across the Fingerlakes and Adirondack regions, and cooking. I previously spent five years cooking in a number of fine dining restaurants in the NYC region, so I often like to whip up a recipe I picked up from my restaurant experience and treat my family and friends to some tasty food.If you want to chat about any of the above, or just want to connect and say hey, feel free to e-mail me at mfox@ithacawealth.com or give me a call at (607) 882-1434. You can also learn more at www.ithacawealth.com
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Adjunct ProfessorIthaca CollegeIthaca, Ny, Us -
Founder & Wealth AdvisorIthaca Wealth Management Mar 2020 - PresentIthaca, New York, United States• Delivering financial clarity to clients and advising them on best steps to take for their situation• Constructing custom investment model portfolios to help you reach your financial goals -
Adjunct ProfessorIthaca College Apr 2022 - PresentIthaca, New York, United StatesTeaching Equity Portfolio Management and Fixed Income Analysis courses. -
Portfolio AnalystDynamic Advisor Solutions Oct 2019 - Feb 2020Ithaca, New York Area• Helped manage $500M in discretionary assets as member of Investment Committee• Constructed investment model portfolios for a team of more than 50 advisors• Advised a team of financial advisors on best steps to take for specific client situations• Screened, researched, and interviewed prospective fund wholesalers and portfolio managers• Rebalanced client portfolios and execute investment model trades for $500M in assets -
Equity Portfolio Manager | Investment Research AnalystTompkins Financial Nov 2014 - Nov 2019Ithaca, Ny• Helped manage $2.5B in discretionary assets as voting member of Investment Committee• PM of two U.S. Large Cap portfolios with established record of outperformance• Conducted technical and fundamental analysis on stocks, bonds, ETFs and mutual funds• Researched and wrote client communication pieces, including quarterly review and annual outlook • Rebalanced client portfolios and execute investment model trades for $500M in assets -
Financial ReporterTheflyonthewall.Com May 2014 - Nov 2014Queens, Ny• Extracted and reported valuable investor information from company regulatory filings,investor presentations, conference calls, and press releases in a fast paced setting• Monitored intraday price action of U.S. stocks, identified the reason behind significantprice movements, and reported findings with attention to detail in short form summaries• Submitted an average of 50 stories per day to the news wire under strict deadlines• Rapid reporting under pressure, with extreme attention to detail, especially during heavy news flow hours after the market close and during earnings season.
Matthew Fox, Cmt, Mba Skills
Matthew Fox, Cmt, Mba Education Details
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Finance, Management -
Business Administration, Management And Finance -
European Business & Marketing, German Language
Frequently Asked Questions about Matthew Fox, Cmt, Mba
What company does Matthew Fox, Cmt, Mba work for?
Matthew Fox, Cmt, Mba works for Ithaca College
What is Matthew Fox, Cmt, Mba's role at the current company?
Matthew Fox, Cmt, Mba's current role is Adjunct Professor.
What is Matthew Fox, Cmt, Mba's email address?
Matthew Fox, Cmt, Mba's email address is mf****@****aca.edu
What schools did Matthew Fox, Cmt, Mba attend?
Matthew Fox, Cmt, Mba attended Ithaca College, Ithaca College, Srh Hochschule Heidelberg.
What are some of Matthew Fox, Cmt, Mba's interests?
Matthew Fox, Cmt, Mba has interest in Cooking, Investing, Snowboarding, Basketball, Hiking, Tennis, Swimming.
What skills is Matthew Fox, Cmt, Mba known for?
Matthew Fox, Cmt, Mba has skills like Microsoft Word, Microsoft Office, Microsoft Excel, Business Planning, Powerpoint, Technical Analysis, Research, Microsoft Powerpoint, Analysis, Social Networking, Public Speaking, Investment Strategies.
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